Added to YB: 2024-09-10
Pitch date: 2024-06-30
TXN [bullish]
Texas Instruments Incorporated
-3.85%
current return
Author Info
No bio for this author
Company Info
Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, rest of Asia, Europe, Middle East, Africa, Japan, and internationally.
Market Cap
$163.1B
Pitch Price
$185.11
Price Target
N/A
Dividend
3.03%
EV/EBITDA
22.01
P/E
32.70
EV/Sales
9.96
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Platinum International Technology Fund New Portfolio Holding: Texas Instruments Incorporated
TXN: World's largest analog semiconductor co. Market fears Chinese competition & $20bn capacity expansion. Losing share in consumer electronics, but holding/gaining in auto/industrial (70% of biz). Expect 25-30% ROIC on capex, boosting earnings/FCF long-term. 2% position.
Read full article (1 min)